David Joseph Donovan

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Other Businesses

KADES MARGOLIS, Is Investment Related, DBA, Financial Professional 01/24/2006,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. LIFE INSURANCE, LTC AND ANNUITY POSITION: Financial Advisor NATURE: LI, LTC and Fixed and FIA's INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 19520 West Catawba Ave, Suite 200, Cornelius NC 28031, United States DESCRIPTION: Provide insurance education and quotes for, long term care quotes and Fixed and FIA's.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-07
• S63 Uniform Securities Agent State Law Examination
  2006-01-27